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The Vox Markets Podcast

The Vox Markets Podcast

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Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.Vox Markets Economía Finanzas Personales
Episodios
  • 2236: The Exchange with Ken Wotton of Gresham House

    2236: The Exchange with Ken Wotton of Gresham House
    Nov 10 2025
    Watch on YouTube

    In this week’s live Exchange, accomplished UK fund manager Ken Wotton of Gresham House takes me through his latest thoughts on the following:

    00:00 Equity outlook
    04:30 Activeops
    09:00 Pinewood Technologies
    12:00 Tribal
    16:25 Netcall
    21:50 Franchise Brands
    25:25 MPAC
    28:20 Capita
    32:40 Iomart
    37:30 Nichols
    40:05 Spire Healthcare
    43:45 IXICO
    46:35 Kooth
    52:20 Fintel
    55:15 MHA
    59:30 Favourite stock idea for next 12 months. Brooks MacDonald
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    1 h y 4 m
  • 2235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?

    2235: MedPal AI Bags NHS Deal and Dispenses 15,000 Prescriptions in 10 Days – The Amazon of Medicine in the Making?
    Nov 10 2025
    MedPal AI #MPAL has received formal approval from the Norfolk and Waveney Integrated Care Board to take over an NHS Distance Selling Pharmacy contract, following its acquisition of Universal Pharmacy. This marks the company’s first regulated NHS contract and gives it nationwide reach. In the 10 days following the deal, MedPal dispensed nearly 15,000 prescriptions and saw strong early uptake of its private weight-loss offering. With its AI-driven app and robotic dispensing tech, the company aims to disrupt the pharmacy model through a blend of consumer wellness and clinical efficiency.
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    11 m
  • 2234: Tony Manini and Darryn McClelland on Asiamet's $105m deal

    2234: Tony Manini and Darryn McClelland on Asiamet's $105m deal
    Nov 7 2025
    Asiamet's executive chairman Tony Manini and chief executive Darryn McClelland join Vox following news of the US$105 million sale of the company's KSK copper project in Indonesia. We discuss the process that led up to the transaction, the way the valuation was determined, the pros and cons of an outright sale versus a joint venture, and what happens next. Asiamet retains the much larger Beutong project, for which it will seek a partner to help move it along. But the plan for proceeds from the KSK sale is to return the bulk of it to shareholders
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    21 m
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